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BI Visual Analysis Customization Overview

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

A visual analysis of the data stored in Conga Contracts can be customized so that the chart or table used in the analysis effectively communicates the desired information.  Customizations include filtering data in a field so that only the desired information is represented, formatting data so that date and value fields are displayed at the desired level of specificity, applying colors to a chart to highlight data types and ranges, and grouping similar data items.  After adding a column to the fields in the visual analysis, the column is used to build a calculation using a single field and a standard value or date, or a formula using a function and two or more fields. Value fields in a visual analysis can be replaced with in-cell graphics that represent the values using bars or icons.

The following customizations can be made to a visual analysis: